Oracle Private Wealth Joins Summit Financial
The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform.
Source: wealthmanagement.com
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Summit Financial Buys Stake in The Savvy Investor's East Coast RIA
Under its minority investment model, Summit will provide cash, equity and exclusive privileges to Prostatis Financial Advisors Group.
Source: wealthmanagement.com
IA appoints Newton's Munro and M&G's Pinto to board of directors
Columbia Threadneedle CEO Nick Ring to leave board
Source: portfolio-adviser.com
Ediston Property shareholders approve £200m portfolio sale
Board now seeking approval to wind up trust
Source: portfolio-adviser.com
Atlantic House hires Credit Suisse fund manager Valeriu Trufas
Trufas will run the Uncorrelated Strategies fund alongside Tom Boyle
Source: portfolio-adviser.com